JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,018
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.26M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.16M

Top Sells

1
+$3.94M
2
+$3.88M
3
+$3.83M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.53M
5
UNH icon
UnitedHealth
UNH
+$1.37M

Sector Composition

1 Financials 5.05%
2 Technology 4.14%
3 Consumer Staples 1.23%
4 Consumer Discretionary 1.18%
5 Communication Services 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$10.8K ﹤0.01%
47
827
$10.8K ﹤0.01%
141
828
$10.8K ﹤0.01%
149
+6
829
$10.7K ﹤0.01%
43
+9
830
$10.6K ﹤0.01%
57
+1
831
$10.6K ﹤0.01%
235
832
$10.6K ﹤0.01%
100
833
$10.6K ﹤0.01%
66
+1
834
$10.6K ﹤0.01%
201
+9
835
$10.6K ﹤0.01%
42
836
$10.5K ﹤0.01%
32
837
$10.4K ﹤0.01%
89
+17
838
$10.2K ﹤0.01%
2,547
839
$10.2K ﹤0.01%
67
840
$10.2K ﹤0.01%
83
-7
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$10.2K ﹤0.01%
156
842
$10.1K ﹤0.01%
335
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843
$10.1K ﹤0.01%
361
-773
844
$10.1K ﹤0.01%
64
845
$10.1K ﹤0.01%
25
846
$10.1K ﹤0.01%
109
+4
847
$10.1K ﹤0.01%
370
-89
848
$10K ﹤0.01%
37
849
$10K ﹤0.01%
108
+51
850
$10K ﹤0.01%
422
+20
32 33
34
35 36